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Blake Higdon, MBA Operations Associate Office: 314.924.5122 blake.higdon@gatewoodwealth.com EDUCATION Eastern Kentucky University - Bachelor of Business Administration, Marketing Lindenwood University- Master of Business Administration, Project Management ​ PROFESSIONAL Blake began his professional career at a management services company in St. Louis after earning his degree from Eastern Kentucky University. He quickly progressed to a consultant and Project Manager role at a St. Louis-based financial technology company, where he led the firm’s integrated payments division and provided guidance to other software companies. In July 2021, Blake joined the Gatewood Wealth Solutions team. In his current role, he assists our team of advisors in managing the firm’s clients’ overall financial planning and performance, demonstrating his commitment to client-focused financial guidance. Blake serves as an essential part of each Client Care team. As an Operations Associate, he oversees the administrative details of client accounts with precision and timeliness, ensuring all requisite documentation are managed accurately and promptly. Blake holds his Series 6 & 63 securities registrations with LPL Financial, as well as his Life & Health licenses. PERSO NAL Raised in Lebanon, a small town in Central Kentucky, Blake completed his undergraduate studies in marketing at Eastern Kentucky University. He was an active member Sigma Chi fraternity and held leadership roles within the university’s Inter-Fraternity Council. In 2018, Blake embraced a new adventure by relocating to St. Louis not only to begin his professional career, but to enhance his academic credentials by pursuing an MBA with a focus on Project Management at Lindenwood University. Beyond his commitment to continuous learning and academic excellence, Blake cherishes outdoor activities, often spending his leisure time engaged in sand volleyball, paddle boarding, and various active pursuits. Back to Team Page

Hongzhe “Jerry” Pan, MSA Investment Operations Assistant Office: 314.924.5113 jerry.pan@gatewoodwealth.com EDUCATION Emlyon Business School – Bachelor of Business Administration, Finance and Control ​ Washington University in St. Louis – Master of Science in Business Analytics - Financial Technology PROFESSIONAL After earning his degree from the prestigious Emylon Business School in France, Jerry chose to return to his roots in China. He embarked on his professional journey with a role as financial analyst intern at a leading private equity firm based in Shanghai, an experience that equipped him with invaluable insights and hands-on experience in the industry. Seeking to further his education, Jerry relocated to St. Louis and enrolled at Washington University, where he completed his Master of Science in Business Analytics and Financial Technology. During his academic journey, Jerry has also worked with several fintech start-ups, enriching his practical understanding of the ever-evolving trends in financial services technology. In May 2023, Jerry became a valuable member of the Gatewood Wealth Solutions team as an intern. In his current role, Jerry plays an integral part in enhancing the firm’s operational processes and systems. His tasks involve identifying areas of improvement, recommending innovative solutions, and assisting in the execution of strategies aimed at achieving operational excellence, thereby contributing significantly to the firm’s efficiency and productivity. PERSO NAL Born and raised in the picturesque city of Wenzhou in Southeast China, Jerry expanded his horizons by enrolling at the renowned Emlyon Business School in France, where he successfully earned his undergraduate degree in Business Administration, Finance and Control. He is furthering his academic credentials by pursuing a master’s degree at Washington University in St. Louis. Jerry is deeply involved in extracurricular activities, holding key leadership positions including Vice President of the Wealth & Asset Management Club and Event Organizer for the Chinese Students and Scholars Association. Outside academics, Jerry has a rich array of interests. Jerry’s passions lie in music, athletics, and travel. He is an ardent tennis player, an avid runner, and has a penchant for surfing. Back to Team Page

​ ​ ​ Jennifer is one of our Gatewood Wealth Solutions (GWS) profiles — fictitious clients whose features are based on real GWS client stories. Our goal is to highlight the type of services we provide clients in a variety of life stages and situations, while still protecting our clients' privacy. Jennifer holds a pivotal role as a high-profile executive in the healthcare sector, orchestrating critical decisions that mold the future of healthcare delivery. Every day is a whirlwind of strategy meetings, operational reviews, and policy formulations, leaving her with little time to delve into the intricacies of her personal wealth management. ​ CHALLENGES FOR EXECUTIVES LIKE JENNIFER Jennifer’s compensation is predominantly salary-based, punctuated with substantial bonuses, contributing to a financial framework that is as rewarding as it is multifaceted. She aspires for financial freedom and a secure future but is overwhelmed by the time and expertise required to strategize her investments and align her wealth with her vision. ​ GWS: YOUR PARTNER IN HOLISTIC WEALTH MANAGEMENT At Gatewood Wealth Solutions, we specialize in wealth management for healthcare executives. Here’s how we help Jennifer and other executives like her address their concerns and set them up for financial success. ​ Comprehensive Wealth Management. We recognize the value of healthcare executives’ time and deliver comprehensive, bespoke wealth management solutions. This allows Jennifer to focus on her work shaping the healthcare landscape, while we oversee her wealth. ​ Dynamic Wealth Strategies. Our highly skilled team designs dynamic wealth strategies that complement Jennifer’s varying compensation structures, optimizing benefits and striving for financial stability and growth. ​ Tax Optimization. Our advisors meticulously explore the tax implications related to diverse compensation structures, deploying innovative strategies that aim to minimize Jennifer’s tax liabilities and strive to optimize her financial portfolio. ​ Strategic Investment Advice. Jennifer receives nuanced, strategic investment advice that is aligned with her goals and risk tolerance, so she can work toward the sustained growth and preservation of her wealth. ​ Gatewood Wealth Solutions is dedicated to helping healthcare executives like Jennifer pursue their financial dreams. If Jennifer’s story resonated with you, let’s talk. We’d love to discuss how we can help you gain confidence in the security of your financial future. MEET JENNIFER, A SUCCESSFUL HEALTHCARE EXECUTIVE. Back to Who We Serve Page Contact Us

WHAT OUR CLIENTS SAY We love hearing what our clients have to say! Their feedback is invaluable to us, as it helps us gauge the success of our services and how we can continue to serve them. Our clients have had such positive experiences working with our team that we wanted to share some of their kind words. These testimonials not only bring joy to our team, but they also serve as a constant reminder of the impact we have on our clients' lives. The motivation we derive from these testimonials fuels our drive to continue providing exceptional services to each and every one of our clients. I have known John Gatewood, the founder of Gatewood Wealth Solutions, for many years. We became friends well before we talked about business, and it was a natural decision to turn to John for help with our affairs when I needed it because I had grown to know and trust him. It really is true that John and his team at Gatewood Wealth Solutions are completely focused on helping ordinary families like ours to become financially independent. The family part especially means something: One day my 20-something son called to ask if I thought our group would be willing to help him despite the meagerness of his financial resources. I told him I would ask — thinking that perhaps they might offer a slimmed-down level of support for people like my son. ​ I called our advisor at Gatewood Wealth Solutions, who interrupted my question before I could ask it when he figured out where it was going: “Mr. Krause!” he said, “We take care of families! WHOLE families. PLEASE tell him to call me, and soon.” Well, I did tell him, and I also cried a little in thankfulness, as a father touched by a gift for his boy. ​ As Pam and I navigate these retiring years she and I both derive a rich sense of security knowing that, as is more probable, she remains when death parts us, John and the team at Gatewood Wealth Solutions will continue to surround and support her for as long as needed. Meanwhile their wise counsel and stewardship are protecting the quality of these years, and their circle of service also continues to widen among members of our family and among our friends. 1 ​ - Steve K. (Retired Corporate Executive) Gatewood Wealth Solutions gives me confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful. They have comprehensive knowledge of long-term financial planning, estate planning and tax planning. I have been with Gatewood for many years and hope to be with them for many more years to come. 2 ​ - Gary B. (Corporate Executive) Gatewood Wealth Solutions has been one of our best decisions we have made in the last five years. I have met with numerous financial planners who’ve all come to me with similar ideas and recommendations that don’t seem to prove that they are thinking outside the box for me individually. But when Gatewood Wealth Solutions came to me with their plan it was strategically designed with so many aspects taken into consideration that I was surprised at how uniquely competent and professional they were. They brought me many ideas and recommendations that would not bring them profit. They brought me ideas from many different backgrounds which added different perspectives to my plan. My wealth advisor has provided me so many more ideas on how to manage my money and future. This is a priceless attribute of your financial planner. After working with numerous financial planners in the past I am so happy that Christina and the rest of the advisers at Gatewood Wealth Solutions takes care of my financial wealth. The bottom line is they take care of my individual needs much differently than others and from a much higher level encompassing many different educational backgrounds. 3 ​ - Scott & Johanna S. (Business Owners) I have been with Gatewood Wealth Solution for seven years, and I would highly recommend them for wealth management services. They are a small but very efficient, effective, knowledgeable team that provides highly personalized, client-centered services. If I didn't know better, I would think that I am their only client! They have an excellent working relationship with a highly respected law firm that provides assistance with trusts and estate planning. They also have an excellent working relationship with a tax accounting firm. All of this so that all aspects of my financial planning needs are seamlessly coordinated. Their quarterly meetings are well organized and insightful - and they have the tools and resources to help me see the picture of my current and future financial position so that I can make the best decisions to ensure my long-term financial security. 4 ​ - Susan H. (Corporate Executive) I’ve been with Gatewood Wealth Solutions and its predecessor for 21 years as our financial advisors. I first met John Gatewood in 2002 when I purchased a life insurance policy from him when he was with Northwestern Mutual. Shortly after having additional discussions with John, we started using them as our only financial advisors. They continued over the years to more than perform above my expectations and also started to bring in additional talent within their organization in order expand and meet client’s expectations. Since they’ve organized as Gatewood Wealth Solution and separated from Northwestern Mutual, they’ve continued to add additional talent and by providing additional services to me and my family which has shown in the overall management and results of my portfolio. The systems they developed along with the relationship they have with LPL Financial has been really great from my standpoint as a client, being able to view my portfolio and look at transparent data whenever I want to. I’ve had many other financial advisers over the years reach out to me wanting me to sign up with them and move my portfolio over to them, but after asking them a couple of question on how they would handle this or that, I’ve always decided to remain with Gatewood Wealth Solutions not only because of how they managed my portfolio but one of the main reasons is their overall trust and commitment to me and my family their client. 5 ​ - Joe H. (Retired Corporate Executive) I have worked with Gatewood Wealth Solutions since its inception and could not speak more highly of my experience. Gatewood Wealth Solutions provides comprehensive wealth management services for my family in a very sophisticated way. Their planning services are comprehensive and consider all assets of our family, not just what they manage. This is important for our family since we have a real estate business which must be considered in our planning. They also help us with our estate and tax planning each year. Their service is exceptional and is proactive and not reactive. I have referred members of my family to Gatewood Wealth Solutions, and they could not be happier with the services they have received. 6 ​ - Tim M. (Partner/ Attorney) My wife and I became a client of Gatewood Wealth Solutions twelve years ago on the recommendation of a friend who was also a GWS client, and I am very glad that we did. Until that time, I had managed our 401(k) and investments, but with retirement on the horizon, we felt it important to get professional help for retirement planning and investment management. The Gatewood team developed an integrated financial and retirement plan we refined together. It was based on information such as our current financial position, desired retirement date and lifestyle, anticipated job and retirement income, expenses, and taxes, as well as insurance and healthcare needs as our situation changes over time. We review our plan and financial performance against it annually with our dedicated advisor and make any adjustments required. We also receive monthly performance reports and can view all transactions made in each of our accounts. I’m pleased to say we are well ahead of plan! During the year, our advisor and the team are available whenever we have questions. These are usually asked and answered via email or a quick phone/zoom call, or they contact us if something needs to be addressed. Also, GWS produces weekly 30- minute videos covering retirement and markets and GWS’s planned response to any changes that are occurring whether that be to anticipated market dynamics, tax law, or retirement account regulation changes. It’s good to know what is going on and how GWS is planning to exploit or protect us in these types of situations. Our experience, both financially and interpersonally with each of the GWS team, has been extremely satisfying. They have earned our trust and respect over these past 12 years, and we have been greatly blessed by this relationship. We strongly recommend GWS to anyone seeking professional financial management. 7 ​ - Phil P. (Retired Corporate Executive) Navigating the complexities of my corporate life was already a challenge, but when my husband passed away, it felt like an insurmountable mountain of emotions and paperwork. The team at Gatewood Wealth Solutions stepped in with compassion, efficiency, and expertise, guiding me through the entire estate settlement process. Their unwavering support made a world of difference during such a challenging time. I am profoundly grateful for all they've done and continue to do for me. Their services are truly unparalleled, and I wholeheartedly trust and recommend them. 8 ​ - Carol S. (Corporate Executive) My wife and I have known and worked with John Gatewood and his team for nearly a decade. The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity. I recommended GWS to friends and family - including my children - because their deep desire to help clients "give purpose to their wealth" gives us all the opportunity to better serve our families and communities. 9 ​ - Dave M. (Corporate Executive) My wife and I have had the benefit of working with John Gatewood for over thirty-five years. Initially, John worked with us planning our personal and business life insurance needs. As his service offerings expanded, we took advantage of his expertise to help us with our family's financial planning. We could not be more pleased than what we are with the plan the Gatewood Wealth Solutions tea m developed for us. The team members are well-trained, intelligent, friendly, enthusiastic, and very good listeners. We have two scheduled reviews of the plan every year with one of the principals and at least two other financial planner team members. We have no reservations in recommending GWS to family and friends, and we are delighted we have had with the thoughtful planning of Gatewood Wealth Solutions. 10 ​ - Steve W. (Retired Business Owner) Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives. 11 ​ - Dr. Boyd W. (Retired Corporate Executive) Have Words You'd Like to Share? Leave us a Google Review! We'd love to hear from you. Follow the link below and leave us your comments. Leave a Review 1. This statement is a testimonial by a client of the financial professional as of 09/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 2. This statement is a testimonial by a client of the financial professional as of 09/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 3. This statement is a testimonial by a client of the financial professional as of 09/28/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 4. This statement is a testimonial by a client of the financial professional as of 09/26/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 5. This statement is a testimonial by a client of the financial professional as of 09/25/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 6. This statement is a testimonial by a client of the financial professional as of 09/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 7. This statement is a testimonial by a client of the financial professional as of 09/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 8. This statement is a testimonial by a client of the financial professional as of 09/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 9. This statement is a testimonial by a client of the financial professional as of 09/19/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 10. This statement is a testimonial by a client of the financial professional as of 10/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​ 11. This statement is a testimonial by a client of the financial professional as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. ​

RETIREMENT PLANNING Families tend to make financial decisions one life event at a time. Think about it: Your child graduates college, gets their first job and starts a 401(k). Next, they get married, buy life insurance, save in a joint account, and set up estate documents. Then, they have children, purchase more life insurance, make sure disability is covered, and open 529 accounts. ​ We tend to walk through our lives checking these “boxes” — when these processes are more like a funnel with the end goal being retirement. At Gatewood Wealth Solutions, we’re here to help you start managing that funnel today, so you’ll have pulled all the right levers for your family by the time you’re ready to retire. Our retirement planning services include: Social Security Maximization Understand how and when to take Social Security. Married? Divorced? Interested in still working? These are all considerations that need to be taken into account to ensure you maximize your benefits. Pension Analysis See your pension benefits in the context of your broader financial plan (which we call your Goals Analysis). Monte Carlo Analysis Learn your probability of success based on several factors. Distribution Planning Know when and how to take distributions, so you can maximize your tax strategy and maintain your ideal cash flow during retirement. 401(k) Transition Assistance Roll over your assets to a new employer's plan or an IRA, or cash out the account value. Hub Accounts Insulate your portfolio and plan with cash. You are setting aside money proactively to provide security during inevitable down markets. Let's Talk Jared Freese, CFP®, CLU®, CEPA, ChFC® Wealth Advisor Request a Meeting

INSIGHTS At Gatewood Wealth Solutions, we are committed to separating the signal from the noise to get closer to the truth. Our video series, Market Insights from Gatewood Wealth Solutions , provides up-to-date information on the market and economy. Below you will find recent and past videos with information regarding investments and financial planning. Market Insights from Gatewood Wealth Solutions Market Insights from Gatewood Wealth Solutions Play Video Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Now Playing 19:27 Play Video Monthly Market Insights from Gatewood Wealth Solutions | April 17, 2024 Now Playing 19:39 Play Video LIVE! | April 17, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Now Playing 18:33 Play Video Monthly Market Insights from Gatewood Wealth Solutions | March 24, 2024 Now Playing 18:33 Play Video LIVE! | March 20, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Don't forget to subscribe to our GWS YouTube Channel , so you never miss an update!

Annie Erickson, CPA, MAcc Wealth Coordinator Office: 314.924.5116 annie.erickson @gatewoodwealth.com EDUCATION University of Kansas - Bachelor of Science in Accounting ​ CIMBA Italy - Global Business Education PROFESSIONAL Annie Erickson, CPA, MACC, is a seasoned financial professional with a background in internal audit and financial advisory services. Prior to joining Gatewood Wealth Solutions, Annie made significant strides at Protiviti in Brentwood, MO, where she began as an Internal Audit & Financial Advisory Consultant. In this role, she excelled in SOX control compliance testing across various sectors. Her commitment and expertise facilitated her rise to Manager, where she further honed her skills in evaluating management reviews, control processes, and developing vendor risk management strategies. Annie led materiality assessments and performed in-depth ESG internal audits, enhancing the sustainability strategies of numerous companies. ​ At Gatewood Wealth Solutions, Annie has taken on the vital role of Wealth Coordinator. In her current role, she assists our team of advisors in managing the firm’s clients’ overall financial planning and performance, demonstrating her commitment to client-focused financial guidance. Annie serves as an essential part of each Client Care team. As a Wealth Coordinator, she oversees the administrative details of client accounts with precision and timeliness, ensuring all requisite documentation are managed accurately and promptly. PERSO NAL Annie and her husband, Eli, are both St. Louis natives. They are high school sweethearts, and now share their home in University City with their two dogs, Leia and Mose. ​ Beyond finance, Annie is passionate about dance, teaching at RJ’s Dance Studio in Ellisville. Annie's involvement in dance extends to her family, as she shares this passion with her nieces who dance at the same studio. Her dual role in finance and the arts exemplifies her dynamic approach to life, blending the precision of numbers with the grace of dance. Her personal life is a blend of family, the arts, and community engagement. Back to Team Page

​ David is one of our Gatewood Wealth Solutions (GWS) profiles — fictitious clients whose features are based on real GWS client stories. Our goal is to highlight the type of services we provide clients in a variety of life stages and situations, so you can get a better sense for how we might be able to help you, while still protecting our clients' privacy. David is a successful executive in a high-profile company, where he navigates the relentless pressure and pace of the corporate world. His days are filled with strategic decisions, management responsibilities, and never-ending emails, leaving him with little time to worry about his own personal finances. ​ DAVID'S CHALLENGES David’s compensation is largely equity-based, which comes with concerns about market volatilities, regulatory restrictions, corporate holding requirements, and tax. He understands that selling some equity awards may be necessary for proper investment diversification, especially since much of his wealth is concentrated in a single stock. He aspires for financial freedom and a secure future but is overwhelmed by the time required to strategize his investments and wealth. MEET DAVID, A HIGH-EARNING, TIME-STARVED EXECUTIVE. ​ GWS: HOLISTIC WEALTH MANAGEMENT FOR EXECUTIVES ​ At Gatewood Wealth Solutions, we work with many executives who struggle with these same concerns. Here’s how we help them create a solid financial foundation — and gain confidence that they’re doing the right things with their money. ​ Holistic Approach. We understand the high-value time of executives like David and offer comprehensive, customized equity compensation and wealth management solutions. Our approach means executives can focus on their careers, while we meticulously manage their wealth. ​ Equity Compensation Specialists. Our team is uniquely skilled at handling complex equity compensation structures. We strategize to maximize benefits and mitigate risks, giving executives like David confidence that their equity is in professional hands. ​ Tax Optimization. We delve into the intricate tax landscape of equity compensation, using cutting-edge strategies to minimize tax liability and enhance overall financial efficiency. ​ Strategic Investment Advice. Our wealth advisors provide executives like David with tailored, strategic investment advice, enabling them to make informed decisions that align with their goals and risk tolerances. ​ If David’s story stood out to you, we’d love to hear from you. Reach out to Gatewood Wealth Solutions to learn how we can take your personal wealth management off your plate, so you can focus your free time on what matters to you. Back to Who We Serve Page Contact Us

Jared Freese, CFP® , CLU®, CEPA, ChFC ® Wealth Advisor Office: 314.924.5118 jared.freese@gatewoodwealth.com Schedule an Appointment EDUCATION Southeast Missouri State University – Bachelor of Science in Business Management and Finance ​ PROFESSIONAL Following his college graduation, Jared launched his career in financial services with a renowned wealth management firm in St. Louis. Jared later joined the Gatewood Wealth Solutions team, where he has excelled in designing comprehensive financial strategies that align with clients’ unique objectives. ​ As Wealth Advisor, Jared ensures that your client care journey with GWS is nothing short of exceptional, especially during times of crucial or complex life decisions. Jared is dedicated to enhancing your overall experience with the firm, ensuring that every interaction with GWS reflects our commitment to excellence. ​ Jared is a Certified Exit Planning Advisor, a designation for professionals who are trained to assist business owners in preparing for and executing their business exit strategies. For clients, having a CEPA® means that they are working with a knowledgeable advisor who can provide specialist guidance in maximizing the value of their business, ensuring a smooth transition, and pursuing their financial and non-financial objectives upon exiting the business. This can be especially crucial in terms of retirement planning, wealth preservation, and legacy building. ​ Jared is a Certified Financial Planner® (CFP®) professional, a designation that demonstrates his proficiency in financial planning, risk management, investment, tax planning, retirement, and estate planning advising. He also holds his Chartered Life Underwriter (CLU®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning. Jared holds his Series 65 securities registration with LPL Financial. ​ PERSO NAL Jared resides in Oakville, Missouri and is an active member of Queen of All Saints parish. He and his wife, Becky, have three lively daughters, Peyton, Riley, and Skyler. Jared and Becky enjoy their outdoor family time and various sports activities. An avid sports enthusiast himself, Jared is particularly passionate about golf and long-distance triathlons. To date, he’s competed in seven half and two full ironmans, as well as numerous shorter-distance races. He also coaches his daughters’ soccer team, the St. Louis Stars FC, which is part of the premier local youth sports league. Back to Team Page

ABOUT CLIENT FOCUSED FOR MORE THAN 40 YEARS ​ Gatewood Wealth Solutions provides you with confidence, so you’ll reach your goals, your family will be taken care of, and you'll be empowered to live the life you want and leave a legacy. The path to financial freedom is a journey, and we’re here to walk alongside you. We will help you stay the course even during turbulent times, and we offer integrated technology solutions to empower and enable you to track your progress toward your goals. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied John Gatewood, CFP®, CLU® Founder OUR THREE PILLARS COMPREHENSIVE WEALTH PLANNING INTEGRATED ENABLING TECHNOLOGY FINANCIAL BEHAVIOR COACHING COMPREHENSIVE WEALTH PLANNING Mitigating risk is a big part of planning for future success. By taking a 360-degree view of your financial life, we help ensure that you will be covered from all angles—and then check in regularly to make sure you’re on track toward reaching your goals. Because we hold ourselves to a fiduciary standard, you can be confident that every decision we make is in your best interest. Unlike our competitors that hide from transparency, our app, the GWS Portal, allows our clients to easily view their investment performance net of fees, their detailed benchmarks, and fees paid to our firm. Wealth is inherently dependent on the choices we make. We provide financial behavior coaching to help you feel confident about your financial decisions, guiding you towards growing and preserving your wealth over time. Read More Watch a Demo Read More FACTS AND FIGURES ​ ​ $1,000,494,267 in Advisor and Brokerage Assets Under Guidance (As of 1/1/24) ​ 460+ Clients in the United States 22 Employees based in St. Louis, MO Barron's Top 1,200 State by State 2022 , 2023 >99% Client Retention 2019-2024 *Important Disclosure Information About Our Industry Recognition >

WEALTH ACCUMULATION You may have heard the term “HENRY”: High Earner, Not Rich Yet. You may be one yourself. Whether you’re just getting out of school or are in the highest-earning years of your life, the sooner you start with the right team, the more wealth you family can accumulate and the sooner you can pursue your goals. The question is, is your money working as hard as you are? Many HENRYs in your position are wondering: Where should I be putting my families excess savings? Is a Roth or pre-tax retirement account better for my family? Should I be opening a 529 plan to fund my kids’ education? Do I have enough insurance for my entire family? We’ll answer these questions and help you build a thoughtful strategy so that you can leapfrog even more quickly toward your goals. We’ve even created an accumulator-specific investment strategy, called Builder, that intentionally adds beta. That means your family can grow their wealth more quickly than if you were indexing. Our other Accumulator services include: Quarterly Income Distribution Complex Estate Planning Insurance Planning Financial Wellness Education Let's Talk Jared Freese, CFP®, CLU®, CEPA, ChFC® Wealth Advisor Request a Meeting

Kathleen Harris Culture and Engagement Specialist Office: 314.924.5100 kathleen.harris@gatewoodwealth.com EDUCATION Missouri State University: Public Relations ​ PROFESSIONAL Kathleen joined the Gatewood Wealth Solutions team in 2021, leveraging her 10 years of experience in customer service and marketing. With a successful track record in the medical industry, she has a proven talent for enhancing client experiences. As the firm’s Culture and Engagement Specialist, Kathleen plays a critical role in fostering a strong company culture aligned with Gatewood Wealth Solutions’ values and mission. Her responsibilities contribute to our team’s engagement and the firm’s overall success. In her secondary role, Kathleen manages daily operations to ensure a superior client experience. Her empathic and friendly approach enables her to balance operational responsibilities with a strong focus on client satisfaction and employee engagement. ​ PERSO NAL Kathleen enjoys spending time with family, friends, and her treasured dog, Bonnie. A lifelong fan of St. Louis Blues hockey and Cardinals baseball, Kathleen’s interests span from energizing Peloton rides to curating St. Louis sports memorabilia. In her free time, you can find her scrapbooking or catching up on her crime shows. Back to Team Page